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Cade Kreps

Commonwealth Financial Network

Youngstown, OH

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-04
  • OH RA
    APPROVED
    Since 2024-01-04

Branch Locations

4308 Belmont Ave. Suite 2, Youngstown, OH 44505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Lake Club Poland OH 03/2018 07/2020
W3 Wealth Management Warren OH 05/2022 01/2023
Tolmiros Financial Designs Howland OH 06/2023 07/2025
Youngstown State University Youngstown OH 08/2020 08/2023
University Of Akron Akron OH 08/2018 08/2020
Boardman High School Boardman OH 08/2014 06/2018
Pepper Pike Club Pepper Pike OH 05/2020 10/2021
Commonwealth Financial Network Waltham MA 06/2023 07/2025
Tolmiros Financial Designs Warren OH 07/2025 Present
Commonwealth Financial Network Waltham MA 07/2025 Present
  • 03/2018 → 07/2020
    The Lake Club
    Poland, OH
  • 05/2022 → 01/2023
    W3 Wealth Management
    Warren, OH
  • 06/2023 → 07/2025
    Tolmiros Financial Designs
    Howland, OH
  • 08/2020 → 08/2023
    Youngstown State University
    Youngstown, OH
  • 08/2018 → 08/2020
    University Of Akron
    Akron, OH
  • 08/2014 → 06/2018
    Boardman High School
    Boardman, OH
  • 05/2020 → 10/2021
    Pepper Pike Club
    Pepper Pike, OH
  • 06/2023 → 07/2025
    Commonwealth Financial Network
    Waltham, MA
  • 07/2025 → Present
    Tolmiros Financial Designs
    Warren, OH
  • 07/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-11
  • S66 Uniform Combined State Law Examination
    2023-12-11

View on SEC IAPD

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Other Investors

DARIN LINWOOD HASSON
PHILIP JONATHAN BOVA
SARAH ARNOLD WALKER
WILLIAM J MINER
RONDA JEAN NOEL
Joshua Ethan Barr
Kevin Ellsworth-Myers
JEFFREY STEWART MCCREERY

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Youngstown, OH
RAYMOND JAMES & ASSOCIATES, INC. · Boardman, OH
MML INVESTORS SERVICES, LLC · BOARDMAN, OH
EDELMAN FINANCIAL ENGINES · BOARDMAN, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Boardman, OH
NORTHROCK PARTNERS, LLC · Youngstown, OH
AMERIPRISE FINANCIAL SERVICES, LLC · YOUNGSTOWN, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Youngstown, OH

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